HSBC Arbitrage Fund - Direct Plan has delivered 32.36% absolute return over the last 5 years.
The average return for Arbitrage funds is 31.17% .
This fund ranks #10 in its category based on 5-year returns.
The largest portfolio holding is HSBC MONEY MARKET FUND DIRECT GROWTH with a portfolio weight of 17.19% .
The fund currently owns more than 116 stocks.
The top 10 holdings account for 45.42% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.90% | 5.08% |
| 2 Year Return | 23.02% | 10.35% |
| 3 Year Return | 34.66% | 16.37% |
| 4 Year Return | 43.40% | 23.58% |
| 5 Year Return | 56.51% | 31.17% |
| 6 Year Return | 72.16% | 39.49% |
| 7 Year Return | 89.80% | 49.18% |
| Expense Ratio | 0.22% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
17.19%
|
||
| 2 | Finance - Banks - Private Sector |
5.44%
|
|
| 3 | Finance - Banks - Public Sector |
3.92%
|
|
| 4 | Utilities |
3.15%
|
|
| 5 | Power - Generation/Distribution |
2.94%
|
|
| 6 | Financials |
2.73%
|
|
| 7 | Financials |
2.71%
|
|
| 8 | Finance - Banks - Private Sector |
2.51%
|
|
| 9 | Finance - Banks - Public Sector |
2.43%
|
|
| 10 | Finance - Banks - Public Sector |
2.40%
|
|
| 11 | Consumer Discretionary |
2.25%
|
|
| 12 |
2.11%
|
HSBC Arbitrage Fund - Direct Plan is managed by HSBC and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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